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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 7
Registration SEC, Approved, 04/16/2012
AUM* 240,520,183 2.18%
of that, discretionary 240,520,183 2.18%
Private Fund GAV* 172,207,840 4.57%
Avg Account Size 17,180,013 9.48%
% High Net Worth 85.71% -1.10%
SMA’s Yes
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
344M 295M 246M 197M 147M 98M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$172,207,840

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Brochure Summary